top of page
Modern Neighborhood

Our Reserve Studies


The financial health report is our clients favorite 'one-page' document which includes key insights and clear information to their members. We advise our clients to include our financial health report when sending the Association's annual budget for ratification to the community. 

In this one page report, the homeowners can see key information in a quick easy to read document:

  • Key insights including reserve account balance, anticipated reserve contributions and expenditures

  • What's on the calendar for the year

  • A gauge style financial strength of the reserve account

  • Where the money is going: showing the repartition of the reserve by category

  • What the future looks like showing the 30 years plan

Screen Shot 2021-03-10 at 11.49.54


Avoid static, cookie-cutter reserve studies that are not customized to meet your needs. Navigate Reserve Studies will work to create custom plans tailored to your Association with clear goals.

While we include the 'classic' baseline & full funding plans, we can create any type of funding plans tailed to your Association, such as Fully Funded in 10 years, 50% Threshold, 70% Funded, etc. 

Our reserve studies include easy to read graphs comparing the different funding plans, as well as individual graphs for each plan.  

Screen Shot 2021-03-10 at 11.45.38
Screen Shot 2021-03-10 at 11.51.17


Our Reserve Studies include a comprehensive component inventory list as well as details and photos for each component. 

Screen Shot 2021-03-10 at 11.48.28

And more! We are continuously looking to improve our reserve studies. We believe that reserve studies should not be static documents! Contact us to obtain a full sample and request a proposal!

bottom of page